by Cindy Joyce | Apr 13, 2020 | Agili Personal CFOs, News, Tools
Written By: Amber Ott, Chief Compliance Officer There is no denying that the environment we’re all living in these days is far different than the one we were living in just weeks ago. With a significant portion of the global population staying home, we are all being...
by Agili Blog | Sep 14, 2017 | News
Written by: Davis Barry In this digital age, when so much banking and shopping is done online, it is more important than ever to safeguard your personal information and protect your identity. Below are some best practices that, at a minimum, every consumer should...
by Agili Blog | Nov 11, 2016 | News
We wanted to reach out to clients and friends of JoycePayne Partners following Tuesday’s presidential election. While we were surprised by Trump’s win (which we viewed as having a low probability but not impossible), we think that the election will only have a...
by Agili Blog | Sep 22, 2016 | News
Written by: Conor Clark When a co-worker recently inquired about the financial media sources that I would recommend to JPP’s clients, my mind immediately turned to podcasts. For the uninitiated, a podcast, as defined by Merriam-Webster, is “a program...
by Agili Blog | Jun 24, 2016 | Commentary, News
Written by Michael Joyce, CFA, CFP We woke up to the news that the Brexit campaign was successful and that Britain has voted to leave the European Union. This news was somewhat unexpected and markets have reacted rather strongly to the uncertainty brought on by the...
by Agili Blog | Dec 11, 2015 | Investing, News
It’s that time of year again – time for holiday shopping, family gatherings, festive cheer and resolution-making! While tax planning may not be on the top of your holiday to-do list, consider a few simple year-end tax-saving strategies and ensure you’ve complied...
